Advisory Associate
As an Advisory Associate, you are essential in cultivating client relationships. Your organizational and relationship management skills support the success of you and your Financial Advisor, and the financial well-being of our clients. You have working experience with both investments and credit products and consider yourself a high-touch service provider. In this critical role, you thrive on establishing highly efficient and accurate work processes, and delivering world class client service.
BlueShore Financial is a division of Beem Credit Union. We have a compelling and differentiated brand that resonates with the West Coast community we serve. With over 80 years in the financial services industry, our innovative strategy is rooted in expert advice and expertise, delivered by an exceptional team.
Employee Type: Full Time
Schedule: Monday - Friday (flexibility is required)
Job Category: Client Service and Sales
Location: Lynn Valley Branch, North Vancouver
Key responsibilities of this role are:
- Builds and maintains a strong partnership with the Financial Advisor by establishing efficient administrative processes and relationship building techniques to ensure portfolio growth and overall work quality.
- Audits and organizes mutual fund files for accuracy and completeness.
- Meets with clients assigned to the Financial Advisor to provide seamless, client intimate service. Spots opportunities for these clients and processes or refers accordingly.
- Uses Client Relationship Management software to maintain client information and communicates any deficiencies to the branch compliance manager or Financial Advisor.
- Processes client transactions efficiently and accurately, such as transactions related to new accounts, term investments and registered products. Responds to a variety of client requests.
- Performs administration/input of loans/mortgages, credit reviews, reporting, estates, safekeeping, scheduling, data entry, and any other related tasks to portfolio management.
- Liaises with other units such as Legal and Lending Services to facilitate prompt, efficient and profitable sales and service.
- Completes proactive contacts/calls as assigned.
- Administers and completes all files/documentation necessary for estate accounts administration.
Qualifications and Experience
- 2 years progressive experience in the Financial Services industry
- Solid understanding of lending and investment practices and procedures
- Diploma or Degree in Business Administration an asset
- Financial Planning courses an asset
- Mutual fund license is an asset
Pay Transparency
Pay transparency is an important characteristic of our recruitment process and overall BlueShore culture which supports a diverse, equitable and inclusive workforce.
This role is on a salary step program that provides timely recognition of skill development at important intervals. Salaries on this program are reviewed quarterly to reflect progress made. The range of this role is $57,000 - $67,600, plus competitive variable performance bonus.
What BlueShore Financial can provide you:
- 3 weeks of paid vacation to start, plus paid personal and wellness days
- Comprehensive Total Rewards Program including bonuses, pension, flexible benefits, and employee assistance program
- Opportunity to work in a world-class, award-winning organization
- Banking benefits including chequing and savings accounts, and employee foreign exchange rates
- Unique lifestyle benefits including a transit subsidy, personal health expense reimbursement (Keeping Well Benefits) and Perkopolis discount portal
- Gender-neutral washrooms
- Opportunities to be involved including social, inclusion, health and fundraising committees
What BlueShore Financial needs from you:
- Recognize the strength that diversity, equity and inclusion brings
- Forge relationships with colleagues for strong collaboration
- Provide a premium level of service to all clients, internal and external
- Communicate effectively and professionally
- Exhibit a growth mind-set
- Strive for continuous learning
- Be a proactive thinker and problem solver
- Demonstrate digital excellence
- Be accountable for the risk responsibilities in your area
Be Richly Valued. At BlueShore Financial, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. We are building an even stronger and better BlueShore by incorporating the values of diversity, equity and inclusion into our everyday practices. We believe in being curious, asking questions, and seeking to understand and embrace our differences. Our values unite our organization and are our guiding compass, but it is our exceptional employees that bring our corporate values to life. They are passionate about delivering exceptional client service and a banking experience that promises to impress.
From the moment you walk into one of our Financial Spas™, you’ll know you’ve arrived at a special place, where all the elements work together to stimulate the senses and create a distinctive atmosphere unlike any financial institution you’ve experienced. We embrace the West Coast lifestyle, while providing a premium and sophisticated experience for our clients and employees. We’ve been entered into Waterstone Human Capital’s “Hall of Fame” as one of “Canada’s Most Admired Corporate Cultures”.
BlueShore Financial is strongly committed to fostering diversity within our community. We welcome those who would contribute to the further diversification of our organization, but not limited to, women, visible minorities, Indigenous people, persons with disabilities and persons of any sexual orientation or gender identity. If you require accommodation during the recruitment process, please let us know and we will work with you to meet your needs.
Beem Credit Union serves communities across many traditional Territories and Treaty areas in British Columbia. We are grateful to live on this land and are committed to reconciliation, decolonization, and building strong, connected relationships.